Executive Assistant – Wealth Management

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.

Responsibilities: 

  • Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needs
  • Manage and prepare for client meetings, quarterly, bi-annual, and annual reviews
  • Manage communication with high-net-worth clients and internal stakeholders
  • Manage administration, ensure smooth day-to-day operations
  • Assist with balance of wealth management clients and company leadership responsibilities
  • Prepare quarterly investment reports
  • Manage transfers, changes, and withdrawals for client accounts
  • Prepare local and offshore investment proposals with guidance from the Wealth Manager/CEO’s
  • Maintain client service processes
  • Verify all FICA documents are up-to-date and compliant
  • Liaise with the COO on business operations/administration
  • Support the CEO in strategic business initiatives and corporate communications

Requirements: 

  • Must have 10years or more proven experience as an Executive Assistant in financial services sector,supporting senior executives in multiple roles
  • Solid understanding of wealth management, financial regulations,business operations
  • Excellent organizational and attention to detail abilities
  • Excellent communication and interpersonal skills
  • Strong proficiency in financial software and Microsoft Office Suite
  • Able to work in a fast-paced environment and manage multiple priorities

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.